Find matching Brex transactions from Coda updates
Locate related spend without switching between project notes and finance tools.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
Finding every transaction tied to a project requires repetitive searching.
- Reduce search time
- Improve project attribution
- Make reviews easier
Setup
Build it in a few focused steps.
- 1Connect Coda and Brex in the Notis portal.
- 2Create an automation for description based transaction searches.
- 3Tell Notis to search using the updated page's project or vendor text.
- 4Pick the Specific Coda Page Updated trigger and choose where reports go.
- 5Test with one real page update.
Questions about this workflow
What if the description text is ambiguous?
Notis returns the matches and flags ambiguity for your review.
Can I add a date range?
Yes, include it in the plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Brex. A trigger fires from one place; an action lands in another.
Coda triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create Department
Create a new department.
New Coda Document Trigger
Triggers when a new Coda document is created.
Create Expense
Create a new expense.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Create Location
Create a new location.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Coda and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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